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Add existing clients into your account

Learn how to import clients you've previously managed into HoneyBook.

Updated over a month ago

Import and record connections in HoneyBook using the Contacts tab. After adding your contacts, you can access your complete list under the Contacts tab.

📣 Note

In accounts with multiple team members, moderators, admins, super admins, and account owners can access all contacts in their contact list for the entire team. Basic team members can only see contacts they added or are in a project with.


Add clients individually

Add an individual client and create a project

You can add a client and create a project at the same time using the + New button. From here, you'll get taken to the new contact's info page, and a new project will be created using the client's name.

You can add more contact info or click into the new project from the contact's info page. If you decide to click into the project, you can start filling in project details.

  1. From the top navigation menu, select + New > select New Client

  2. Enter the requested info > select Add

Add an individual client without creating a project

  1. From the top navigation menu, select Clients > select Contacts

  2. Select Add Contact > select Add Client/Lead

  3. Enter the requested info > select Add

From here, you'll get taken to the new contact's info page. You can add more contact info or create a new project by selecting + Add to project.


Add a list of clients

Import a client list using a CSV file

You can also move your contact list from other apps into HoneyBook all at once using a CSV file.

File requirements

Your file must meet these requirements to be accepted:

  • The file must be in .CSV format

    • You can save any Google Sheet or Excel file as a .CSV file by selecting File > Download/Save As > Comma Separated Values (.csv)

  • Up to 500 contacts can be added at a time

  • Maximum file size of 2MB

  • At minimum, the contact’s email must be included

File column headers

You can make uploading easier for yourself by including column headers in the file. Here are the HoneyBook fields you’ll match your columns to when uploading your file:

  • Email (required)

  • Name

    • If this isn’t in the file, HoneyBook will use whatever’s in front of the contact’s email’s at sign (“@”) to fill in their name

  • Phone

  • Organization (aka Company)

  • Comments

  1. From the top navigation menu, select Clients > select Contacts

  2. Select Add Contact > select Import from file

  3. Upload your file

  4. After your file finishes uploading, match the file column headers to their related HoneyBook fields

    1. Unmatched fields won't be uploaded

    2. If there are no column headers in your file, uncheck the box next to My file has headers > label the content of each column using the drop-down menus

  5. Review the list of contacts you'll import

    1. Updated contacts will have an icon next to their name (if the contact's email address is already present in your contacts list, you'll see this icon)

  6. Sometimes, contacts included in your file can fail to upload

    1. If this happens, download the report to see what contacts failed, and the can be uploaded separately (you'll also receive an email with this report)

  7. When you finish reviewing, select Import

Potential file upload errors

There’s two different times you could run into an error:

  • When you’re uploading the actual file

  • After you’ve matched your fields and selected Import

When you’re uploading your file, you can get an error message letting you know what went wrong (for example, “Wrong file format” means you didn’t use a .CSV or file). These error messages will include the fix.

If you receive an error message after selecting Import, then either some contacts weren’t imported, or the entire import failed.

  • If some of the contacts weren’t imported, download the file that includes the contacts that weren’t imported, fix the issues, and upload file with the fixed contacts

  • If the entire import failed, the error message you’ll see will let you know of the issue. The table below addresses each error message you might see.

Import a client list using your Google contacts

You can import Google contacts from your Contacts page or from the Integrations screen.

  1. From the top navigation menu, select Clients > select Contacts

  2. Select the triple-dot icon > select Import Google contacts

  3. If you haven't yet connected your Google account to HoneyBook, complete that connection

  4. Select which contacts you want to import

Still have questions? Feel free to send us a message by clicking the Question Mark icon on any HoneyBook page. Our team is always happy to help!

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